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Firms should strike a balance between modernizing tools and maintaining client service, says Michael Paley, chief operating officer of Klingman & Associates.
March 9 -
Will golden handcuffs keep planners, or have they had enough?
March 8 -
The elite Bank of America unit gave one of its division heads a second region to oversee.
March 8
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The recruit who joined the Raymond James-affiliated firm also is one of the single biggest producers to join the regional's independent channel.
March 8
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These advisers from our BIC Top 50 notched the highest ROAs.
March 8
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The advisor also beat back Wells Fargo's $200,000 in claims for breach of promissory note.
March 8 -
Total assets for the regional B-D's Individual Investor Group will reach about $40 billion after it merges with Smith Hayes.
March 8
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Salesforce says the crucial difference between its platform and similar, all-in-one offerings is that "it is a client-centric platform, not a product-centric one."
March 8
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The wirehouse also recruited three new complex managers from rivals UBS and Deutsche.
March 8
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Eye and voice client verification is now affordable enough that the technology once considered science fiction could be an alternative to present-day password options.
March 7
